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Close + Desk Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Close and Desk, with as many as 139 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Close + Desk and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Run Sent Email Report

Runs a sent email report for your organization.

New Task

Triggers when a new task is created or completed.

Run Status Change Report

Runs a status change report for your organization.

New Lead in Status

Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

Create Call

Creates a new call.

New Event

Triggers when a new event is created.

Create Email

Creates a new email.

New Opportunity

Triggers when a new opportunity is added.

Run Opportunity Report

Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.io.

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Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

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Desk is the new version of Assistly under the flagship Salesforce brand. Desk is an all-in-one customer service tool allowing you to keep track of your customers across multiple channels including email, Twitter, Facebook, phone, and chat. Desk also makes it really easy to create knowledge bases about your products and services so customers can support themselves.

See Desk Integrations

Connect Close + Desk

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